Aaron E. Williams Email & Phone Number

Tampa, Florida, United States

• Listen attentively to customer needs and concerns; demonstrate empathy while maximizing the opportunity to build rapport with the customer and retain the business.• Provide client relationship support through managing, gathering, and analyzing client data, helping prepare medical plan solutions and other client deliverables, and working with clients to resolve issues.• Identify medical-insurance needs and discuss the benefits of comprehensive planning with clients by phone.• Attend weekly meetings to review and discuss personal and professional development that would help to achieve individual and company success.

Tampa, Florida, United States

• Led the 2023 Financial Representative class in new clients attained, and premiums by providing exceptional and personalized service to each client.• Created investment/asset allocation models and proposed strategies to capitalize on market, risk, and insurance opportunities.• Ensured that policy requirements are fulfilled, including any necessary paramedical examinations and the completion of appropriate forms.• Monitored client accounts and scheduled appointments with clients periodically to ensure financial goals are being met by re-reviewing to achieve long-term and short-term goals objectives.• Collaborated with Senior Leadership during coaching sessions to discuss personal and professional development opportunities regarding the book of business and identify areas of growth.• Achieved business goals by retaining clients, providing solutions to their financial needs, and successfully enrolling clients in a financial plan by using the Web Based Enrollment System by the designated goal set.

Tampa, Florida, United States

• Effectively trained and coached 15 team members to reach their sales goals by establishing monthly achievable goals.• Facilitated monthly one-on-ones with Insurance Agents on professional development, executive presence, and networking to motivate them to exceed their personal and professional goals.• Attained top sales to become one of the leading 5% of sales representatives in the company by engaging and enrolling new clients in their Medicare needs.• Audited representatives’ recorded calls to identify growth and development opportunities.• Examined and evaluated sales performance by assessing individual performance metrics.• Assisted in the recruitment process by reviewing resumes and interviewing potential candidates that meet the requirements for open positions.